What are the responsibilities and job description for the Strategic Engagement Specialist position at Cetera Financial Group?
Job Description
The Strategic Engagement Analyst supports engagement initiatives across Advanced Wealth Solutions (AWS) by helping teams execute, coordinate, and measure programs that connect advisors to tools, resources, and solutions.
This role blends operational coordination with analytical support, offering hands‑on experience working across sales, enablement, marketing, and platform teams. It’s a strong opportunity for someone early in their career who is interested in strategy execution, business operations, and data‑informed decision‑making.
This role offers the opportunity to gain experience working on enterprise-scale initiatives while building a strong foundation in enablement, analytics, and cross-functional collaboration. You will also develop an understanding of how engagement strategies are executed and measured within a complex organization, while positioning yourself for future growth into roles such as Program Manager.
This is a hybrid role, candidates must be located in Dallas, TX.
What You’ll Do
The base salary range for this role in Dallas, TX is $50,000 to $75,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
About Us
ABOUT US
What We Give You In Return
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
The Strategic Engagement Analyst supports engagement initiatives across Advanced Wealth Solutions (AWS) by helping teams execute, coordinate, and measure programs that connect advisors to tools, resources, and solutions.
This role blends operational coordination with analytical support, offering hands‑on experience working across sales, enablement, marketing, and platform teams. It’s a strong opportunity for someone early in their career who is interested in strategy execution, business operations, and data‑informed decision‑making.
This role offers the opportunity to gain experience working on enterprise-scale initiatives while building a strong foundation in enablement, analytics, and cross-functional collaboration. You will also develop an understanding of how engagement strategies are executed and measured within a complex organization, while positioning yourself for future growth into roles such as Program Manager.
This is a hybrid role, candidates must be located in Dallas, TX.
What You’ll Do
- In this role, you’ll support strategic engagement efforts by:
- Assisting with coordination and execution of engagement activities, events, and initiatives
- Helping maintain engagement materials, calendars, and shared tools
- Supporting collaboration across teams such as Sales Enablement, Communications, and Marketing
- Preparing reports, summaries, and insights that help teams understand what’s working and where to improve
- Tracking activities and outcomes to improve visibility and consistency
- You’ll work closely with senior team members, gaining exposure to enterprise‑level initiatives while building strong foundational skills.
- Bachelor’s degree or equivalent experience
- 1–5 years of relevant experience (including internships) in areas such as analytics, operations, enablement, marketing, or similar
- Strong organizational and analytical skills
- Ability to manage multiple priorities with attention to detail
- Clear written and verbal communication skills
- Comfort working with common business tools (e.g., Excel, PowerPoint, collaboration platforms)
- Experience supporting cross‑functional projects or initiatives
- Exposure to reporting, dashboards, or performance tracking
- Interest in strategy execution, operations, or business analytics
The base salary range for this role in Dallas, TX is $50,000 to $75,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
About Us
ABOUT US
What We Give You In Return
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Salary : $50,000 - $75,000